Sanjay has worked alongside portfolio managers servicing individual and institutional portfolios over the last 5 years. His journey took him to the world of consulting and providing portfolio management services to pension funds, charity foundations and endowments. Sanjay holds a Bachelor of Business Administration from St. Francis Xavier University. Prior to joining Logan Wealth Management, Sanjay was an Associate Portfolio Manager at Willis Towers Watson. Sanjay has completed the Chartered Investment Management designation and is currently a CFA Level 3 candidate.
Sanjay Makkar
CIM
ASSOCIATE PORTFOLIO MANAGER
